Eliminate re-keying of data

Automated processes mean not only does your team save time by not having to duplicate data, but the element of human error is eradicated. As is all the hassle that usually follows.

Better, faster decisions from your sales team

Integrating your CRM with other systems, sales executives are always working from up-to-date and accurate information.

CRM Portals

If you need customers or large groups of external people to access data contained in your CRM, then you need a CRM portal. A CRM portal allows highly restricted access to your CRM. This means users can access the system without the need for comprehensive training and without the requirement for an access license.

Integrating Accounts Systems

If you are tracking money in/out using your CRM system, it makes sense to integrate with your accounts systems to save re-keying transactional information.

Marketing Integration

Marketing integration allows the email marketing to website response loop to be closed. Marketing lists are created and managed on CRM, sent out though an external email system (e.g. MailChimp) with Calls to Action directing people to your website where their response is captured and tagged against their record in CRM.